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NEW Account View & App

Account View 2.0 and Mobile App

We are excited to provide you with the ability to get timely and accurate information about your investment account on your schedule and at your fingertips. With the new Account View mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device. 

If you are interested in the new Account view and mobile app email us your request at or call the office.  We will create your profile and send you an activation link, which takes about 24hrs to arrive.   You will receive an email from directing you to complete the profile activation process.

Account View website -

Install the LPL Account View app from the Apple App Store or Google Play Store.

Account View 2.0 Getting Started Guide - click here

Are you interested in Account View 2.0 and the Mobile App? 

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